Skip to main content

Add order

The Add Order side menu allows you to create a new order for a customer. It is divided into three steps: Add Customer, Address, and Order.

Add Customer

The first step is to add a customer. This step has two radio buttons: "Add a new customer" and "Use existing customer." If the user chooses "Add a new customer," the following input fields appear for the user to add a new customer:

  • Name
  • Last name
  • Email
  • Phone number
  • Password
  • Disabled payment methods (a multi-select dropdown for all the payment methods that the customer can't use)

If the user chooses "Use existing customer," an inline search dropdown list appears for the user to search for the customer by name.

Address

The second step is to add an address for the customer. This step has two radio buttons: "Add New Address" and "Use Existing Address." If the user chooses "Add New Address," a form appears for the user to enter a new address for the customer. The form has the following input fields:

  • Address Name
  • Address (Street, Apartment, Suite, Unit, etc.)
  • Apartment
  • Governorate dropdown list
  • City dropdown list (the contents are loaded with the cities of the governorate the user has chosen)
  • An image upload button

If the user chooses "Use Existing Address," a select address dropdown list appears where the user can choose from the addresses that the customer already has.

Order

The third step is to add the order details. This step contains the following input fields:

  • Payment Method dropdown list
  • Products: The user can press the "Add New Product" button to add a new product. This button opens an inline search dropdown list where the user can search for products by name. The user can then enter the amount of the product in the amount input field (with increment and decrement amount buttons surrounding it) and remove the product if necessary.
  • Admin Notes
  • Notes
  • Overwrite Delivery Fees checkbox: Checking this box shows an input field to enter the delivery fees.
  • Notify Customer checkbox: Checking this box sends a notification to the customer in the website, like the notifications created in the notifications page.
note

The notification will appear to the customer in the website like the notifications created in the notifications page.

tip

This side menu can be opened using the "Create Order" button in the actions section on the Orders page.

Conclusion

The Add Order side menu is a powerful tool that allows you to create a new order for a customer with ease. By using the three-step process, you can quickly and easily add a new customer, address, and order details. The side menu's various input fields and radio buttons offer flexibility and customization options to meet your specific needs.